WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,925,551 | +5511.8% | 140,582 | +5792.0% | 0.24% | +5975.0% |
| Q2 2023 | $159,051 | -77.8% | 2,386 | -79.2% | 0.00% | -78.9% |
| Q1 2023 | $715,726 | -57.9% | 11,481 | -59.3% | 0.02% | -63.5% |
| Q4 2022 | $1,701,729 | +1856.0% | 28,193 | +1637.1% | 0.05% | +2500.0% |
| Q3 2022 | $87,000 | -3.3% | 1,623 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $90,000 | -10.0% | 1,571 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $100,000 | -2.9% | 1,571 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $103,000 | +12.0% | 1,571 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $92,000 | -2.1% | 1,571 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $94,000 | +4.4% | 1,571 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $90,000 | +7.1% | 1,571 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $84,000 | -16.8% | 1,571 | -23.1% | 0.00% | -20.0% |
| Q3 2020 | $101,000 | -25.7% | 2,043 | -31.7% | 0.01% | -44.4% |
| Q2 2020 | $136,000 | +17.2% | 2,993 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $116,000 | -20.0% | 2,993 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $145,000 | +8.2% | 2,993 | 0.0% | 0.01% | +42.9% |
| Q3 2019 | $134,000 | – | 2,993 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 162,460 | $6,731,000 | 5.47% |
| Live Your Vision, LLC | 338,810 | $14,768,000 | 4.95% |
| Carroll Financial Associates, Inc. | 1,076,705 | $44,607,000 | 4.88% |
| Clearwater Capital Advisors, LLC | 526,161 | $21,799,000 | 4.78% |
| Blue Edge Capital, LLC | 210,367 | $8,715,505,000 | 3.48% |
| BEACON FINANCIAL GROUP | 388,232 | $16,084,000 | 2.80% |
| Relative Value Partners Group, LLC | 522,466 | $21,646,000 | 2.40% |
| BOSTON FINANCIAL MANGEMENT LLC | 835,107 | $34,598,000 | 2.32% |
| Allen Capital Group, LLC | 128,099 | $5,307,000 | 2.30% |
| BREITER CAPITAL MANAGEMENT INC | 37,828 | $1,567,000 | 2.25% |